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    China's Naura enters global top five semiconductor equipment makers in 2025
    Feb 12, 18:54
    Panel industry’s old factory sales become global trend with semiconductor firms as prime buyers
    Feb 12, 18:54
    TSMC and memory makers boost capex to offset China export restrictions impact
    Feb 12, 18:53
    Memory focus shifts to LPDDR6 and LPW in post-HBM era
    Feb 12, 18:53
    Commentary: Stellantis halts ACC battery plant plans amid EU localization policy rollout
    Feb 12, 18:53
    Analysis: China's AI evolution achieves zero-delay model and chip adaptation
    Feb 12, 18:53
    NEWS TAGGED GROWTH
    Friday 13 February 2026
    Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins
    Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...
    Friday 13 February 2026
    Why Applied says the AI boom is real—just waiting for more cleanrooms
    Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...
    Friday 13 February 2026
    Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally
    Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March...
    Friday 13 February 2026
    Apple and Samsung solidify their lead as only brands with over 1 billion active users

    Chinese smartphone vendors continue to expand global shipments, supported by competitive pricing, sustained research investment, and overseas...

    Thursday 12 February 2026
    Global semiconductor industry, 2026

    Introduction

    Thursday 12 February 2026
    China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
    Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...
    Thursday 12 February 2026
    Taiwan ODMs split in early 2026 as business transition takes hold

    Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI...

    Thursday 12 February 2026
    Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages
    Notebook brands Acer and Asus posted strong January revenue, defying the usual seasonal slowdown. The supply chain, however, remains cautious — the momentum, sources warn, is...
    Thursday 12 February 2026
    Weblink posts record January revenue as AI demand boosts data center and consumer markets
    Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million) in January 2026, a 39.86% year-on-year increase and a historic monthly high driven...
    Thursday 12 February 2026
    TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
    Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
    Thursday 12 February 2026
    Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus
    Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...
    Thursday 12 February 2026
    Taiwan's machinery industry sees stable recovery driven by AI and semiconductor demand, but machine tools lag
    Taiwan's machinery industry posted continued export growth in January, driven by demand for AI-related electronic equipment and semiconductor-linked products, while the machine tool...
    Thursday 12 February 2026
    China claims five places in 2025 global OSAT top 10
    The latest global ranking of the top 10 outsourced semiconductor assembly and test (OSAT) providers points to a shift in competitive balance. In 2025, five Chinese companies entered...
    Thursday 12 February 2026
    Taiwan carriers post January gains, shift spending toward AI and cloud
    Taiwan's largest telecom operators reported double-digit and mid-single-digit revenue growth in January 2026, driven by expanding ICT and non-mobile businesses alongside steady 5G...
    Thursday 12 February 2026
    SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
    Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
    1/159 pages
    AIEXPO2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook